For New Pachira Financials’ Clients:

New clients can book a 30-minute consultation to discuss their financial needs and learn more about Pachira Financials and our unique offerings. During this meeting, we will determine actionable next steps to help you meet your accounting and small business goals.

Interested in just our bookkeeping services? Schedule a FREE meeting with one of our bookkeepers at no cost to you! Click the button above to get started or go HERE.

For Existing Clients:

Private Appointment: Existing clients can book a 60-minute call to receive actionable guidance for their small business needs. Whether it's starting a new venture, preparing for taxes, or getting small business advice, we’re here to help! We'll explore the best next steps for your business and develop a comprehensive action plan to address your specific pain points.

Tax Preparation: Only for those READY to file their taxes. Within 48-72 hours of booking your appointment, you'll receive a secure link to our tax portal so you can sign your tax engagement letter, answer the initial tax preparation questions, and upload your tax documents.

During the tax preparation appointment taxpayers will be able to review their return with a qualified tax expert. Book a consultation or a private appointment if you're not ready to file your taxes. The initial tax prep booking fee is a non-refundable deposit and will go towards your final tax preparation invoice.

**Note: Please email admin@pachirafinancials.com with all questions pertaining to your booking!